+1,770.3%
SMCI vs CCEP
+236.1%
+1,534.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +1.3% | -2.8% | +4.1% | +2.4% |
| 30D | +6.6% | -4.0% | +10.6% | +8.2% |
| 3M | +25.4% | +5.2% | +20.2% | +21.8% |
| 6M | +26.1% | +2.7% | +23.4% | +23.8% |
| YTD | +37.0% | +14.5% | +22.5% | +28.5% |
| 1Y | -8.8% | +17.2% | -25.9% | -15.6% |
| 3Y | +44.6% | +79.3% | -34.7% | +10.2% |
| 5Y | +995.9% | +106.8% | +889.2% | +675.8% |
| All | +1,770.3% | +236.1% | +1,534.2% | +1,025.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CCEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling